DGS — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (DGS)? 14 institutions reported holding $10.13M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Wealth Management, LLC ($7.6M), SigFig Wealth Management, LLC ($619,417), Wedmont Private Capital ($479,724).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Wealth Management, LLC | $7.6M | 120,947 | Added |
| 2 | SigFig Wealth Management, LLC | $619,417 | 9,804 | Added |
| 3 | Wedmont Private Capital | $479,724 | 7,568 | Added |
| 4 | Farther Finance Advisors, LLC | $313,622 | 4,964 | Trimmed |
| 5 | EASTERN BANK | $286,205 | 4,530 | Trimmed |
| 6 | AVAII WEALTH MANAGEMENT, LLC | $276,249 | 4,363 | Trimmed |
| 7 | MFA WEALTH ADVISORS, LLC | $221,248 | 3,502 | Trimmed |
| 8 | CoreCap Advisors, LLC | $218,401 | 3,456 | Trimmed |
| 9 | Hickory Point Bank & Trust | $37,908 | 600 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $16,594 | 263 | Trimmed |
| 11 | Trust Co | $13,584 | 215 | Hold |
| 12 | Planning Strategies Inc. | $821 | 13 | Hold |
| 13 | Central Pacific Bank - Trust Division | $126 | 2 | Hold |
| 14 | CX Institutional | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30